Diamond Client Group, LLC
Diamond Client Group, LLC (CRD# 310570) is a financial advisory firm headquartered in The Woodlands, TX. They manage $86,000,000 in 465 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management86MILLION
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Total Number of Accounts465ACCOUNTS
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Average Account Value$184,946
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
LA, TX
Lucas Cheatham (CRD# 5958728) is an Investment Advisor Representative working at Diamond Client Group, LLC in The Woodlands, TX and has over 12 years of experience in the finance industry.
William Grant (CRD# 4438416) is an Investment Advisor Representative working at Diamond Client Group, LLC in The Woodlands, TX and has over 22 years of experience in the finance industry.
David Luedecke (CRD# 5429147) is an Investment Advisor Representative working at Diamond Client Group, LLC in The Woodlands, TX and has over 16 years of experience in the finance industry.
Jeffrey Savois (CRD# 5381571) is an Investment Advisor Representative working at Diamond Client Group, LLC in The Woodlands, TX and has over 16 years of experience in the finance industry.
Michael Sitzman (CRD# 4967578) is an Investment Advisor Representative working at Diamond Client Group, LLC in The Woodlands, TX and has over 18 years of experience in the finance industry.
Brian Cheatham (CRD# 6918524) is an Investment Advisor Representative working at Diamond Client Group, LLC in The Woodlands, TX and has over 4 years of experience in the finance industry.